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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,167 hedge funds and large institutions have $13.1B invested in Schwab US Dividend Equity ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 629 increasing their positions, 251 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+61
Holders Change %
+5.52%
% of All Funds
18.47%
Holding in Top 10
191
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+14.37%
% of All Funds
3.02%
New
130
Increased
629
Reduced
251
Closed
54
Calls
$34.5M
Puts
$28.7M
Net Calls
+$5.82M
Net Calls Change
-$6.59M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$95.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$85.7M
3
Morgan Stanley
Morgan Stanley
New York
+$85.7M
4
FFN
Focus Financial Network
Minnesota
+$77.5M
5
Bank of America
Bank of America
North Carolina
+$71M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$49.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$29M
3
MNG
Manning & Napier Group
New York
-$18.6M
4
MCC
Money Concepts Capital
Florida
-$16.5M
5
PA
PFG Advisors
Arizona
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
1001
Archer Investment Corporation
Indiana
$210K +$21.5K +816 +11%
CFN
1002
Cordasco Financial Network
Florida
$210K +$210K +7,992 New
VCM
1003
Vigilant Capital Management
Maine
$209K +$12.4K +471 +6%
CWA
1004
CJM Wealth Advisers
Virginia
$208K – – –
CSIC
1005
Clifford Swan Investment Counsel
California
$207K -$96.3K -3,666 -32%
MPCL
1006
My Personal CFO LLC
Washington
$207K – – –
AIA
1007
Allied Investment Advisors
Montana
$207K – – –
LFA
1008
Laraway Financial Advisors
Minnesota
$207K +$11.8K +450 +6%
CIC
1009
Carnegie Investment Counsel
Ohio
$207K +$207K +7,887 New
KWS
1010
Keystone Wealth Services
California
$206K +$206K +7,836 New
WA
1011
Waverly Advisors
Alabama
$205K – – –
EWMCB
1012
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$204K +$1.34K +51 +0.7%
FCA
1013
FinTrust Capital Advisors
South Carolina
$204K +$26.2K +996 +15%
CPW
1014
Catalyst Private Wealth
California
$203K +$203K +7,701 New
TCOV
1015
Trust Company of Vermont
Vermont
$202K – – –
SFO
1016
Stokes Family Office
Louisiana
$202K +$4.43K +168 +2%
EFL
1017
ERn Financial LLC
Wisconsin
$202K +$202K +7,677 New
CAWM
1018
Capital Advisors Wealth Management
Washington
$202K +$202K +7,686 New
SFP
1019
Sterling Financial Planning
New Jersey
$201K -$97.3K -3,699 -33%
GC
1020
Gratus Capital
Georgia
$200K -$257K -9,750 -56%
CA
1021
Centerpoint Advisors
Massachusetts
$200K +$131K +5,007 +192%
SIMG
1022
Sonora Investment Management Group
Arizona
$200K +$200K +7,617 New
AWM
1023
Aberdeen Wealth Management
Illinois
$197K – – –
RBC
1024
Roble Belko & Company
Pennsylvania
$196K +$2.92K +111 +2%
PK
1025
Pflug Koory
Nebraska
$176K +$9.84K +375 +6%
39 40
41
42 43